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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH4 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $272,598 |
KOVITZ INVESTMENT GROUP5 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 115 SOUTH LASALLE STREET 27TH FLOOR · CHICAGO, IL 60603 | Investment Management | $173,836 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $152,787 |
MADISON INVESTMENT ADVISORS9+ years Service code 28 · EIN 39-1194160 | Investment Management | $124,024 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $116,528 |
ISTHMUS PARTNERS, LLC4 years Service code 27 ONE PINCKNEY STREET, SUITE 818 · MADISON, WI 53703 | Advisory (Plan) | $60,418 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $30,808 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $28,717 |
GODFREY & KAHN1 year Filed as: GODFREY & KAHN, S.C. Service code 29 833 E. MICHIGAN STREET, SUITE 1800 · MILWAUKEE, WI 53202 | Legal | $6,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,700 | $95,438+237.1% | $135,982+136.6% | $74,473+332.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.71% | 32.61%-15.9pp | 68.32%-51.6pp | 34.36%-17.6pp |
| Employer contribution / active EE | $26,511 | $3,878+583.6% | $4,859+445.6% | $2,638+904.8% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1,832 | $259+607.8% | $10,767-83.0% | $347+428.0% |